Why HDFC Life agents outgrow a single-insurer portal
Private-life products pay well and renew on their own calendar. The moment the same client also has a Star Health plan or a motor policy through you, you are already running two follow-up systems. That is when renewals slip — not because HDFC Life is hard, but because the household is split across logins.
Put HDFC Life on the client record with type, premium, and due date. Work overdue and due-this-week from one list. Send a pre-filled WhatsApp from your number.
What you still do in the HDFC portal
Proposals, medicals, and commission statements stay in HDFC Life's systems. InsuredBoard does not issue policies or pull live commission. It is the renewal and document habit for the book you service. CSV import is on paid plans; the trial is for testing the list on live HDFC Life clients.
Compare the product on insurance CRM for agents and how we differ from OCR-first CRMs.
How it works for this book
Create an InsuredBoard account
No HDFC Life agent-code login is required. Sign up, then add the clients you already service.
Attach each policy to the person
Record HDFC Life — and any other insurer they hold — on one client: type, premium, due date, and documents.
Work the renewal list on your phone
Open overdue, due today, and upcoming. Send a pre-filled WhatsApp from your own number. That is a chat you send — not WhatsApp Business API broadcasting.
Import the rest on a paid plan
CSV import is on paid plans. Use the 7-day trial (75 active policies, unlimited clients) to test the renewal habit on your live book first.
What this page is not
InsuredBoard is not the HDFC Life agent portal, not an IRDAI register, and not a live commission statement from the insurer. First-year and renewal commission still come from the insurer. We keep the policies, due dates, and documents that those commissions depend on. A separate commission calculator helps you estimate payouts — it is not a ledger inside the CRM.
Frequently asked questions
Does HDFC Life provide CRM software for agents?
HDFC Life provides an internal agent portal for HDFC-issued policies. Most agents who also sell LIC, health, or motor still need a book they can open on their phone. InsuredBoard is that book — it does not replace the HDFC portal.
Can I keep HDFC Life and other insurers together?
Yes. The client record holds every policy you attach — HDFC Life, LIC, health, motor. The renewal list is sorted by date, not by insurer login.
See the agent CRM hub, how InsuredBoard works, and pricing.